2024 Tax Season: Consult an Expert Before Selling Your Agency | | https://www.iamagazine.com/strategies/2024-tax-season-consult-an-expert-before-selling-your-agency | 2024 Tax Season: Consult an Expert Before Selling Your Agency | Here are some tax implications of selling your agency, depending on whether it’s structured as an S-corp or C-corp. | 3/13/2024 4:00:00 AM | Perpetuation & Valuation | Perpetuation & Valuation | Strategies | Craig Niess | | |
Challenges and Opportunities Owners Face When Selling an Agency | | https://www.iamagazine.com/strategies/challenges-and-opportunities-owners-face-when-selling-an-agency | Challenges and Opportunities Owners Face When Selling an Agency | Being a seller in today’s mergers & acquisition market provides owners with a tremendous chance to cash in on their greatest financial asset. | 12/27/2023 5:00:00 AM | Perpetuation & Valuation | Perpetuation & Valuation | Strategies | Luke Hippler | | |
How the Hard Market Is Impacting Agency Values | | https://www.iamagazine.com/strategies/how-the-hard-market-is-impacting-agency-values | How the Hard Market Is Impacting Agency Values | Some of the impacts of the hard market can have a positive impact on agency valuation, while others will work to depress values. Understanding these will help navigate uncertain times. | 11/29/2023 11:00:00 AM | Perpetuation & Valuation | Perpetuation & Valuation
In the News | Strategies | Craig Niess | | |
2023 Agency Growth Study: Agencies Anticipate Ownership Changes | | https://www.iamagazine.com/news/2023-agency-growth-study-agencies-anticipate-ownership-changes | 2023 Agency Growth Study: Agencies Anticipate Ownership Changes | With 40% of the agency principals surveyed older than 60 years old and 20% older than 65 years old, half of agencies will experience a major change of ownership in the next 10 years, according to the study. | 11/9/2023 11:00:00 AM | In the News | Perpetuation & Valuation | News | Olivia Overman | | |
M&A Deals Drop 27% in Q3 2023 | | https://www.iamagazine.com/news/m-a-deals-drop-27-in-q3-2023 | M&A Deals Drop 27% in Q3 2023 | Insurance agency mergers & acquisitions saw the largest decline through the third quarter ever reported, with 534 in the year so far. | 11/2/2023 10:05:00 AM | In the News | In the News
Perpetuation & Valuation | News | Will Jones | | |
Choosing a Fixed- or Variable-Rate Loan When Financing a Growth Opportunity | | https://www.iamagazine.com/markets/choosing-a-fixed-or-variable-rate-loan-when-financing-a-growth-opportunity | Choosing a Fixed- or Variable-Rate Loan When Financing a Growth Opportunity | If an opportunity is sound and its risk is manageable, taking on loan debt to finance it may be worthwhile. | 8/14/2023 10:10:00 AM | Perpetuation & Valuation | Perpetuation & Valuation | Markets | Alicia Chandler | | |